Investment Rating - The AI emotional companionship industry is rated 4 stars [26] Core Insights - The AI emotional companionship industry is an emerging technology application field focused on providing emotional support and social interaction through AI technologies, particularly through personalized dialogues and companionship via virtual characters [5][4] - The market size is expected to grow rapidly, driven by advancements in AIGC, the expansion of digital human applications, and the increasing prevalence of humanoid robots, with a projected market size growth from 3.8666 billion RMB in 2025 to 59.506 billion RMB by 2028, representing a compound annual growth rate of 148.74% [23][26] - The industry faces challenges related to privacy, security, and ethical considerations, necessitating the establishment of regulatory frameworks and ethical guidelines [10][29] Industry Definition - The AI emotional companionship industry utilizes AI technology to provide emotional support and social interaction, allowing users to engage with customized AI characters through various modalities [5][4] Industry Classification - The industry can be classified based on the primary functions and user experiences of its products, including AI virtual character interaction, emotional interactive reading, emotional support tools, interactive games, and AI psychological counseling [6][7] Industry Characteristics - The industry is characterized by technology-driven innovation, with advancements in AI models leading to improved interaction experiences and emotional recognition capabilities [8][9] - The commercial model is still evolving, with companies exploring diverse revenue streams while providing free services to attract users [9] - Policy regulation and ethical considerations are critical due to the sensitive nature of user privacy and emotional authenticity [10] Development History - The industry has progressed through two stages: the nascent phase (2018-2022) marked by advancements in emotional computing technology, and the initiation phase (2023-present) characterized by the emergence of various AI emotional companionship applications [11][12] Industry Chain Analysis - The industry chain consists of upstream (software and hardware suppliers), midstream (platform and application development), and downstream (application scenarios and target demographics) segments [14][15] Future Trends - The demand for AI emotional companionship is expected to rise significantly due to the aging population and the emotional needs of rural communities, with a focus on providing remote psychological support and companionship [16][21][26] - The integration of humanoid robots as key application carriers is anticipated to enhance the market scale of the AI emotional companionship industry [24][26] Policy Overview - Recent policies aim to establish a legal framework for the AI emotional companionship industry, focusing on data protection, ethical standards, and promoting innovation [29][30][32] Competitive Landscape - The market is characterized by high concentration, with leading companies like Tencent, Baidu, and Douyin dominating the first tier, while second and third-tier companies are rapidly catching up [33][34]
AI情感陪伴：缔造温情链接，拥抱智慧关怀新纪元 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-10-18 13:01